Open Connectivity
Connect existing institutional systems through standard APIs, protocols and identity systems.
TECHNOLOGY & SUPPORTFrom System Integration
From System Integration
to Operations at Scale
Connect Finloop to existing institutional technology through open APIs, flexible deployment, wealth core and trading infrastructure, with distributed architecture, permission governance and continuous delivery supporting complex wealth businesses.
EXISTING SYSTEMSCoreCRMAppIAM
Integration LayerAPI · SSO · FIX
FINLOOP INFRASTRUCTUREWealth CoreTrading & Operations
BUILT FOR FINANCIAL INSTITUTIONS
Enterprise Wealth Technology Requires More Than Features
Finloop builds its technology framework on these four principles to sustain reliable operations as businesses grow.
Flexible deployment
Choose SaaS or private deployment based on IT, security and governance requirements.
Reliable Operations
Support core businesses with account ledgers, idempotency, reconciliation and fault isolation.
Scale with the Business
Cell-based and distributed architecture supports growth in clients and trading volumes.
OPEN INTEGRATION
Integrate with Existing Systems
Standard interfaces and connectivity introduce wealth products and trading while preserving existing client, business and core systems.
INSTITUTION SYSTEMSCore SystemCRM / AppIdentity / IAM
FINLOOPWealth & Trading Infrastructure
Standard connectivity reduces repeated interface development across businesses.
FLEXIBLE DEPLOYMENT
Choose Deployment to Match Institutional Requirements
The same wealth capabilities adapt to different technology environments. Deployment boundaries are agreed around data, security, governance and existing IT architecture.
SaaS
Connect quickly through standard OpenAPI, share platform upgrades and maintain tenant data isolation.
- Reduce Infrastructure Investment
- Connect Systems Quickly
- Receive Ongoing Platform Upgrades
Embedded Deployment
Embed accounts, products and trading into existing institutional apps, portals and workflows through OpenAPI.
- Retain Existing Business Entry Points
- Combine Platform Capabilities as Needed
- Connect Identity and User Experiences
Private Deployment
Adapt to private clouds or dedicated resources, with support from server preparation and deployment to launch and delivery.
- Dedicated Technical Environment
- Adapt to Different Cloud Infrastructure
- Deployment and Delivery Coordination
FINANCIAL CORE INFRASTRUCTURE
Underlying Systems Built for Wealth Businesses
Accounts, products and trading are designed around asset segregation, product operations, trade execution, clearing and settlement.
Accounts and Assets
Parent-child accounts, temporary subaccounts, asset segregation and transaction tracing.
Products and Distribution
Template-based product creation, multi-source integration, listing and distribution strategies.
Trading and Cash
Trading units, multi-level orders, multiple TAs, counterparties and cash processing.
Clearing, Settlement and Data
Asset status, clearing, settlement, reconciliation, reporting and ongoing operations.
ACCOUNT MODEL
Redefine Accounts for Wealth Businesses
Connect clients, accounts and holdings through User → Account → Holdings, using parent-child accounts, temporary subaccounts and real-time ledgers for asset purposes, trading cycles and historical tracing.
UserAccount AObjectives / PreferencesAccount BAsset SegregationTemporaryIndividual Trade
TRADING & OPERATIONS
One Trading Foundation for Different Products and Institutions
Trading units adapt to funds, notes and bonds while sharing account, user, statement and cash capabilities.
MODULAR EXECUTION
Complex Trading with Flexible Processes
Execution plans, multiple sessions and batches adapt to regional trading hours, product rules and order cash stages.
Multi-TAMulti-TA Access and Asset SegregationMulti-counterpartyMultiple Counterparties, Switching and TransfersDecoupled RFQEmail / FIX Quote ConnectivityMoney MovementDeposits, Withdrawals and Cash Processing
Powered by FinMix · Finloop's Underlying B2B Operations and Trading Infrastructure
BUILT TO SCALE
Scale System Capacity with the Business
Cell-based and distributed design supports business growth, high availability and fault isolation.
DIGITAL STANDARD UNIT
Scale from One Cell to Multiple Business Cells
Client or business requests are routed to the relevant cell and processed within it where possible. Add cells to expand capacity as business grows.
Horizontal ScalingFault IsolationPhased ReleasesFlexible Resource Allocation
ENTERPRISE CONTROL
Retain Institutional Data, Identity and Management Boundaries
Tenant Data Isolation
Tenants share platform capabilities while retaining separate data.
Fine-Grained Permissions
Configure roles by organization and position, with controls down to business and interface levels.
Institutional Identity
Connect existing identity systems through SSO to reduce separate account maintenance.
Branded Experience
Configure interface styling and logos for institutional brands and work environments.
FROM INTEGRATION TO PRODUCTION
From Technical Assessment to Production
Delivery adapts to SaaS or private deployment, covering assessment, architecture, integration, configuration, validation and launch.
- 01Assess
Technical Assessment
Confirm business scope, systems, deployment, security, data and trading requirements.
- 02Design
Architecture and Interface Design
Define APIs, protocols, SSO and account, product and trading mappings.
- 03Integrate
Integration and Configuration
Connect institutional systems with Finloop and configure environments and business settings.
- 04Validate
Integration Testing and Validation
Validate workflows, trading, permissions, data and exception scenarios.
- 05Go Live
Launch and Delivery
Complete SaaS integration or deployment, launch and delivery in a private environment.
CONTINUOUS SUPPORT
Technical Collaboration Continues After Launch
Ongoing collaboration covers deployment, integration, upgrades and system operations. Service hours, incident response, maintenance responsibilities and availability targets are subject to the agreed project service plan.
Discuss Your Institutional Technology Architecture
Share your existing systems, business scope and deployment requirements so we can plan integration, deployment and launch together.
Book a Technical Discussion→